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Avaya Visual VectorsRelease 14
Installation and Getting Started
07-601888February 2007
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2007 Avaya Inc. All Rights Reserved.
Notice
While reasonable efforts were made to ensure that the information in thisdocument was complete and accurate at the time of printing, Avaya Inc. canassume no liability for any errors. Changes and corrections to the informationin this document might be incorporated in future releases.
Documentation disclaimer
Avaya Inc. is not responsible for any modifications, additions, or deletions tothe original published version of this documentation unless such modifications,additions, or deletions were performed by Avaya. Customer and/or End Useragree to indemnify and hold harmless Avaya, Avaya's agents, servants andemployees against all claims, lawsuits, demands and judgments arising out of,
or in connection with, subsequent modifications, additions or deletions to thisdocumentation to the extent made by the Customer or End User.
Link disclaimer
Avaya Inc. is not responsible for the contents or reliability of any linked Websites referenced elsewhere within this documentation, and Avaya does notnecessarily endorse the products, services, or information described or offeredwithin them. We cannot guarantee that these links will work all the time and wehave no control over the availability of the linked pages.
Warranty
Avaya Inc. provides a limited warranty on this product. Refer to your salesagreement to establish the terms of the limited warranty. In addition, Avayasstandard warranty language, as well as information regarding support for thisproduct, while under warranty, is available through the Avaya Support Website:
http://www.avaya.com/support
License
USE OR INSTALLATION OF THE PRODUCT INDICATES THE END USER'SACCEPTANCE OF THE TERMS SET FORTH HEREIN AND THE GENERALLICENSE TERMS AVAILABLE ON THE AVAYA WEB SITEhttp://support.avaya.com/LicenseInfo/ ("GENERAL LICENSE TERMS"). IFYOU DO NOT WISH TO BE BOUND BY THESE TERMS, YOU MUSTRETURN THE PRODUCT(S) TO THE POINT OF PURCHASE WITHIN TEN(10) DAYS OF DELIVERY FOR A REFUND OR CREDIT.
Avaya grants End User a license within the scope of the license typesdescribed below. The applicable number of licenses and units of capacity forwhich the license is granted will be one (1), unless a different number oflicenses or units of capacity is specified in the Documentation or othermaterials available to End User. "Designated Processor" means a singlestand-alone computing device. "Server" means a Designated Processor thathosts a software application to be accessed by multiple users. "Software"means the computer programs in object code, originally licensed by Avaya andultimately utilized by End User, whether as stand-alone Products orpre-installed on Hardware. "Hardware" means the standard hardwareProducts, originally sold by Avaya and ultimately utilized by End User.
License type(s)Designated System(s) License (DS). End User may install and use eachcopy of the Software on only one Designated Processor, unless a differentnumber of Designated Processors is indicated in the Documentation or othermaterials available to End User. Avaya may require the DesignatedProcessor(s) to be identified by type, serial number, feature key, location orother specific designation, or to be provided by End User to Avaya throughelectronic means established by Avaya specifically for this purpose.
Concurrent User License (CU). End User may install and use the Software onmultiple Designated Processors or one or more Servers, so long as only thelicensed number of Units are accessing and using the Software at any giventime. A "Unit" means the unit on which Avaya, at its sole discretion, bases thepricing of its licenses and can be, without limitation, an agent, port or user, ane-mail or voice mail account in the name of a person or corporate function(e.g., webmaster or helpdesk), or a directory entry in the administrativedatabase utilized by the Product that permits one user to interface with theSoftware. Units may be linked to a specific, identified Server.
Copyright
Except where expressly stated otherwise, the Product is protected by copyrightand other laws respecting proprietary rights. Unauthorized reproduction,transfer, and or use can be a criminal, as well as a civil, offense under theapplicable law.
Third-party components
Certain software programs or portions thereof included in the Product maycontain software distributed under third party agreements ("Third PartyComponents"), which may contain terms that expand or limit rights to usecertain portions of the Product ("Third Party Terms"). Information identifyingThird Party Components and the Third Party Terms that apply to them isavailable on the Avaya Support Web site:
http://support.avaya.com/ThirdPartyLicense/
Preventing toll fraud
"Toll fraud" is the unauthorized use of your telecommunications system by anunauthorized party (for example, a person who is not a corporate employee,agent, subcontractor, or is not working on your company's behalf). Be awarethat there can be a risk of toll fraud associated with your system and that, if tollfraud occurs, it can result in substantial additional charges for yourtelecommunications services.
Avaya fraud intervention
If you suspect that you are being victimized by toll fraud and you need technicalassistance or support, call Technical Service Center Toll Fraud InterventionHotline at +1-800-643-2353 for the United States and Canada. For additionalsupport telephone numbers, see the Avaya Support Web site:
http://www.avaya.com/support
Trademarks
Avaya and the Avaya logo are either registered trademarks or trademarks ofAvaya Inc. in the United States of America and/or other jurisdictions.
MultiVantage is a trademark of Avaya Inc.
All other trademarks are the property of their respective owners.
Downloading documents
For the most current versions of documentation, see the Avaya Support Website:
http://www.avaya.com/support
Avaya support
Avaya provides a telephone number for you to use to report problems or to askquestions about your product. The support telephone numberis 1-800-242-2121 in the United States. For additional support telephonenumbers, see the Avaya Support Web site:
http://www.avaya.com/support
http://www.avaya.com/supporthttp://support.avaya.com/LicenseInfo/http://support.avaya.com/ThirdPartyLicense/http://support.avaya.com/ThirdPartyLicense/http://www.avaya.com/supporthttp://www.avaya.com/support/http://www.avaya.com/support/http://www.avaya.com/support/http://support.avaya.com/ThirdPartyLicense/http://support.avaya.com/LicenseInfo/http://www.avaya.com/support/http://www.avaya.com/supporthttp://www.avaya.com/support -
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Visual Vectors R14 Installation and Getting Started February 2007 3
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Purpose. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Intended users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Prerequisite skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Conventions and terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Reasons for reissue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Change description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Administration documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Software documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Hardware documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Call Center documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Avaya CMS upgrade documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Base load upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Platform upgrades and data migration . . . . . . . . . . . . . . . . . . . . . . . 12
Avaya Call Management System Upgrade Express (CUE) . . . . . . . . . . . . 12
Documentation Web sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Chapter 1: Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Visual Vectors software components . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Visual Vectors Server Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Visual Vectors client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Types of Visual Vectors client installations . . . . . . . . . . . . . . . . . . . . . . 16
Visual Vectors local installation . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Visual Vectors network client installation . . . . . . . . . . . . . . . . . . . . . 16
Hardware and software requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Operating systems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Minimum recommended hardware configurations . . . . . . . . . . . . . . . . . . 17
Upgrade considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Security notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Using the HOME variable to maintain user-specific settings . . . . . . . . . . . . . . . 18
Creating user HOME variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Uninstalling Visual Vectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Chapter 2: Installing the Visual Vectors Server Software. . . . . . . . . . . . . . . . . . . 21
Installation prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Contents
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Contents
4 Visual Vectors R14 Installation and Getting Started February 2007
Installation procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Starting the Visual Vectors Server software . . . . . . . . . . . . . . . . . . . . . . . . 24
Chapter 3: Installing Visual Vectors on client computers. . . . . . . . . . . . . . . . . . . 27
Visual Vectors installation options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Local client installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Shared network client installations. . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Setting up a network installation folder . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Installing the main application files . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Basic installation types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Creating a network client installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Installing the Avaya Visual Vectors Training program . . . . . . . . . . . . . . . . . . 34Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Chapter 4: Getting started with Avaya Visual Vectors . . . . . . . . . . . . . . . . . . . . 37
Starting Visual Vectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
About starting Visual Vectors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Connecting to a CMS server from Visual Vectors . . . . . . . . . . . . . . . . . . . . . 38
When a CMS server connection is required . . . . . . . . . . . . . . . . . . . . . . 39
When a CMS server connection is not required . . . . . . . . . . . . . . . . . . . . 39Connecting to an existing server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Connecting to a new server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Disconnecting from a CMS server . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Using Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Basic Navigator functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Working with objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Validating vectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Renaming objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Using Vector Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
About using Vector Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Creating an example vector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Saving a vector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Printing your vector graphic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Assigning VDNs to a vector using the VDN Assignment Wizard. . . . . . . . . . . . . 48
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Contents
Visual Vectors R14 Installation and Getting Started February 2007 5
Using the Import Export Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Basic Import Export Wizard functions . . . . . . . . . . . . . . . . . . . . . . . . . 50
Exporting vectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Using Visual Vectors search filters. . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Visual Vectors installation options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Local client installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Shared network client installations. . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
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Visual Vectors R14 Installation and Getting Started February 2007 7
Preface
Avaya Call Management System (CMS) is an application for businesses and organizations thatuse Avaya communication servers to process large volumes of telephone calls using the
Automatic Call Distribution (ACD) feature. Avaya CMS supports solutions for routing and agent
selection, multi-site contact centers, remote agents, reporting, interfaces to other systems,
workforce management, desktop applications, system recovery, and quality monitoring.
Avaya CMS is part of the Operational Effectiveness solution of the Avaya Customer Interaction
Suite.
This section includes the following topics:
Purpose on page 7
Intended users on page 7
Prerequisite skills on page 8
Conventions and terminology on page 8
Reasons for reissue on page 9
Availability on page 9
Related documentation on page 9
Support on page 13
Purpose
This document is gives you the information you need to install the Visual Vectors client software
package.
Intended users
This guide is intended for individuals who install the Avaya Visual Vectors software. It assumesthat you are familiar with the operation of your computer and the Microsoft Windows operating
system that is installed on it. Windows versions that are compatible with Visual Vectors include
Windows 2000, Windows NT 4.0, Windows ME, and Windows XP.
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Preface
8 Visual Vectors R14 Installation and Getting Started February 2007
! Important:Important: Avaya does not provide technical support for Visual Vectors installed on Windows
95 systems, and Windows 98 systems. Installation of Visual Vectors on older
Windows versions ispermissive. This means that it may be possible to install and
run the Visual Vectors client software on older versions of Windows. However, if
technical problems occur, upgrade of the client operating system to a fullysupported Windows platform is required.
Prerequisite skills
This document is intended for individuals who use Avaya Visual Vectors to manage and create
various types of switch objects in a call center network. It assumes that you are familiar with:
The operation of your computer and the operating system that is installed on it.
The operation of Avaya Communication Manager and Avaya Call Management System.
Conventions and terminology
If you see any of the following safety labels in this document, take careful note of the information
presented.
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Reasons for reissue
Visual Vectors R14 Installation and Getting Started February 2007 9
CAUTION:!
CAUTION: Caution statements call attention to situations that can result in harm to software,
loss of data, or an interruption in service.
! WARNING:!
WARNING: Warning statements call attention to situations that can result in harm to hardwareor equipment.
! DANGER:!
DANGER: Danger statements call attention to situations that can result in harm to personnel.
! SECURITY ALERT:!
SECURITYALERT: Security alert statements call attention to situations that can increase the potential
for unauthorized use of a telecommunications system.
Reasons for reissue
This document is being reissued because the Visual Vectors client was updated to be
compatible with vector enhancements through Avaya Communication Manager 4.0. Any
vectoring enhancements since Communication Manager 4.0 are not accessible using the Visual
Vectors client.
Availability
Copies of this document are available from the Avaya online support Web site, http://
www.avayadocs.com.
Related documentation
You might find the following Avaya CMS documentation useful. This section includes thefollowing topics:
Change description on page 10
Software documents on page 10
http://www.avayadocs.com/http://www.avayadocs.com/http://www.avayadocs.com/http://www.avayadocs.com/ -
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Preface
10 Visual Vectors R14 Installation and Getting Started February 2007
Administration documents on page 10
Hardware documents on page 11
Call Center documents on page 11
Avaya CMS upgrade documents on page 11
Documentation Web sites on page 12
Change description
For information about recent changes made in Avaya CMS, see:
Avaya Call Management System Release 14 Change Description, 07-601579
Administration documentsFor more information about Avaya CMS administration, see:
Avaya Call Management System Release 14 Administration, 07-601585
Avaya Call Management System (CMS) Release 14 Database Items and Calculations,
07-601591
Avaya Call Management System Supervisor Release 14 Reports, 07-601590
Avaya Call Management System (CMS) Supervisor Release 14 Installation and Getting
Started, 07-601587
Avaya Call Management System High Availability User Guide, 07-300066
Avaya Call Management System High Availability Connectivity, Upgrade and
Administration, 07-600957
Software documents
For more information about Avaya CMS software, see:
Avaya Call Management System Release 14 Software Installation, Maintenance, and
Troubleshooting Guide, 07-601578
Avaya CMS Open Database Connectivity Version 5.2, 07-601580 Avaya Call Management System Release 14 LAN Backup User Guide, 07-601589
Avaya Call Management System Release 14 External Call History Interface, 07-601586
Avaya CMS Custom Reports, 585-215-822
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Related documentation
Visual Vectors R14 Installation and Getting Started February 2007 11
Avaya CMS Forecast User Guide, 585-215-825
Avaya Call Management System (CMS) Supervisor Release 14 Report Designer,
07-601588
Avaya Business Advocate Reports, 07-601618
Hardware documents
For more information about Avaya CMS hardware, see:
Avaya Call Management System Sun Netra 210 Computer Hardware Installation,
Maintenance, and Troubleshooting, 07-600963
Avaya Call Management System Sun Fire V880/V890 Computer Hardware Installation,
Maintenance, and Troubleshooting, 07-600965
Avaya Call Management System Sun Blade 100/150 Workstation Hardware Installation,
Maintenance, and Troubleshooting, 07-600964
Avaya Call Management System Terminals, Printers, and Modems, 585-215-874
Call Center documents
For more information about Avaya Call Center documents, see:
Avaya Call Management System Switch Connections, Administration, and
Troubleshooting, 07-601582
Avaya CMS upgrade documents
There are several upgrade paths supported with Avaya CMS. There is a document designed to
support each upgrade.
This section includes the following topics:
Base load upgrades on page 12
Platform upgrades and data migration on page 12
Avaya Call Management System Upgrade Express (CUE) on page 12
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Preface
12 Visual Vectors R14 Installation and Getting Started February 2007
Base load upgrades
Use a base load upgrade when upgrading CMS to the latest load of the same version (for
example, r14ak.g to r14al.k). A specific set of instructions is included with the upgrade. The
Avaya Call Management System Release 14 Base Load Upgrade document is shipped to the
customer site with the CMS software CD-ROM as part of a Product Correction Notice (PCN).
Platform upgrades and data migration
Use a platform upgrade when upgrading to a new hardware platform (for example, upgrading
from a SPARCserver 5 to a Sun Netra 210). The new hardware platform is shipped from the
Avaya factory with the latest CMS load. Therefore, as part of the upgrade you will have the
latest CMS load (for example, R3V11 to R14).
For more information about platform upgrades and data migration, see:
Avaya Call Management System Release 14 Platform Upgrade and Data Migration,
07-601581
Avaya Call Management System Upgrade Express (CUE)
Use CUE when CMS is being upgraded from an earlier version (for example, R3V11) to the
latest version (for example, R14).
A specific set of upgrade instructions is included with the upgrade. TheAvaya Call Management
System Release 14 CMS Upgrade Express (CUE) for Sun Computers document is included on
the CUE software CD-ROM that is shipped to the customer site with the CUE kit.
For information about customer requirements for CUE upgrades, see:
Avaya Call Management System CMS Upgrade Express (CUE) Customer Requirements,
700419930
Documentation Web sites
For Avaya product documentation, go to http://www.avayadocs.com. Additional information
about new software or hardware updates will be contained in future issues of this book. New
issues of this book will be placed on the Web site when available.
Use the following Web sites to view related support documentation:
Information about Avaya products and service
http://www.avaya.com
Sun hardware documentation
http://docs.sun.com
http://www.avayadocs.com/http://www.avaya.com/http://docs.sun.com/http://docs.sun.com/http://www.avaya.com/http://www.avayadocs.com/ -
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Support
Visual Vectors R14 Installation and Getting Started February 2007 13
Support
Contacting Avaya technical support
Avaya provides support telephone numbers for you to report problems or ask questions aboutyour product.
For United States support:
1- 800- 242-2121
For international support:
See the 1-800 Support Directory listings on the Avaya Web site.
Escalating a technical support issue
Avaya Global Services Escalation Management provides the means to escalate urgent service
issues. For more information, see the Escalation Management listings on the Avaya Web site.
http://support.avaya.com/japple/css/japple?PAGE=avaya.css.OpenPage&temp.template.name=Directorieshttp://support.avaya.com/japple/css/japple?PAGE=avaya.css.OpenPage&temp.template.name=EscalationListhttp://support.avaya.com/japple/css/japple?PAGE=avaya.css.OpenPage&temp.template.name=EscalationListhttp://support.avaya.com/japple/css/japple?PAGE=avaya.css.OpenPage&temp.template.name=Directories -
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Visual Vectors R14 Installation and Getting Started February 2007 15
Chapter 1: Before you begin
Read the following information before you begin a Visual Vectors installation: Visual Vectors software components on page 15
Hardware and software requirements on page 16
Upgrade considerations on page 18
Security notification on page 18
Using the HOME variable to maintain user-specific settings on page 18
Uninstalling Visual Vectors on page 19
Technical support on page 19
Visual Vectors software components
Avaya Visual Vectors is a client/server application, which means that software is installed on
multiple computers.
Avaya Visual Vectors Server Software is the server component
Avaya Visual Vectors is the client component
Visual Vectors Server Software
Visual Vectors Server Software is installed directly on a CMS server. The server software
provides the gateway for Visual Vectors to the user call center network. It must be installed
before Visual Vector client applications can make a connection to that CMS.
For the procedure used to install the server software, see Installing the Visual Vectors Server
Software on page 21.
Visual Vectors client
Visual Vectors is installed on client PCs, from which you can then access and manipulate
various types of objects in your call center network.
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Chapter 1: Before you begin
16 Visual Vectors R14 Installation and Getting Started February 2007
Types of Visual Vectors client installations
There are two basic methods used to install the Visual Vectors client software, which are
described as follows.
Visual Vectors local installation
A complete set of Visual Vector software components can be installed on a PC workstation or
other Windows-based network server. This type oflocal installation includes all the application
files needed to run Visual Vectors on the client.
Visual Vectors network client installation
Visual Vectors can also be installed in a shared network configuration. In this case, most of the
application files are installed on a central, Windows-based computer.
One or more network clientinstallations are then created on other computers on the network.The network client installations include the minimal set of Visual Vectors files required to link to
the main application files on the central server share.
The shared network installation option is useful in work environments where installation
capacity on client PCs is limited by hardware configurations or company policies.
Hardware and software requirements
Computer systems used for Visual Vectors client installations should meet or exceed thefollowing recommended system specifications.
Operating systems
Visual Vectors is supported on the following operating systems:
Windows NT (Service Pack 4.0 or later)
Windows 2000
Windows ME Windows XP
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! Important:Important: Avaya does not provide technical support for Visual Vectors installed on Windows
95 systems, and Windows 98 systems. Installation of Visual Vectors on older
Windows versions ispermissive. This means that it may be possible to install and
run the Visual Vectors client software on older versions of Windows. However, if
technical problems occur, upgrade of the client operating system to a fullysupported Windows platform is required.
Minimum recommended hardware configurations
The recommended minimum hardware configurations for the Visual Vectors client software
include:
300 MHz Pentium II (or compatible) processor
RAM requirements
-
Windows NT and ME systems - 96 MB RAM (128 MB if co-resident with Avaya CMS
Supervisor)
- Windows 2000 and XP systems - 128 MB RAM (160 MB if co-Pentium II (or
compatible) 300 MHz processor
Available free disk space
- 45 MB free space before installing Visual Vectors client software (90 MB free space if
Supervisor will also be installed)
! Important:Important: For each additional language included in an installation, add an additional 5 MB
for Visual Vectors and 5 MB for Supervisor.
A CD-ROM drive (local client installation only)
SVGA monitor with a graphics adapter that supports 64K colors or higher, and a minimum
resolution of 800 x 600 pixels
Microsoft Internet Explorer (IE) version 3.0.2 or later
Note:Note: IE is not required to be set as the default system browser to view HTML files.
For Network connection:
- WinSock 1.1 compliant TCP/IP stack
-
Ethernet communications board
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Upgrade considerations
Visual Vectors Client Release 14 (R14) is a fresh installation. This release does not detect or
upgrade older Visual Vectors Client software.
Security notification
Microsoft Windows XP Service Pack 2 (SP2) includes Microsoft Windows Firewall, the updated
firewall software that replaces Internet Connection Firewall (ICF). By default, Microsoft
Windows Firewall blocks a network port required by Avaya Visual Vectors R14. In order to avoid
a blocked-program alert-notification requiring the user to unblock the software manually, the
Avaya Visual Vectors installation process will automatically add itself to the Microsoft Windows
Firewall allowed-programs list.
Using the HOME variable to maintain user-specific
settings
Read this section if:
the Visual Vectors application installed on a client PC will be used by more than one user
it is important to preserve user-specific settings for each user
Visual Vectors creates and maintains a .cvvvR14 directory in which to store user-specificapplication settings. User specific settings include items such as CMS servers to which you
have established connections, custom scratch pads you have created, any vectors stored
offline in your scratchpads, and so forth.
The Visual Vectors installation program searches for a user HOME environment variable on the
computer. For each HOME variable that is identified, a .cvvvR14 folder is created in thedirectory specified by the user HOME variable. If the installation program does not find one or
more user HOME variables on the system, a single default location is used, and user-specific
settings are not maintained. Therefore, to enable user-specific settings for Visual Vectors, each
user login must be associated with a unique user HOME variable.
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Uninstalling Visual Vectors
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! Important:Important: Windows operating systems allow creation of both system and userversions of
the HOME variable. The Visual Vectors installation program looks only foruser
HOME variables to establish locations in which to create and maintain
user-specific .cvvvR14 directories.
If a user Home variable is not detected, the installation program prompts you to specify a file
location for a new HOME variable.
Creating user HOME variables
The steps required to create HOME user variables differ for various Windows operating
systems versions. Although, a complete description is beyond the scope of this installation
guide, the following general information is provided.
In general, environment variables in Windows are associated with the System Properties dialog.
For example, on a Windows NT or Windows 2000 system, select:
Start > Settings > Control Panel > System Properties
In the System Properties dialog on an NT system, select the Environment tab.
In the System Properties dialog on a Windows 2000 system, select the
Advanced tab and click the Environment Variables button.
For more information on environment variables, consult with your system administrator, or see
the user documentation for your Windows operating system.
Uninstalling Visual Vectors
If you want to uninstall the Visual Vectors software from a client computer, use the Windows
Add/Remove Programs utility, which is located in the Control Panel dialog.
Technical support
If you have difficulty installing Visual Vectors client software, refer to the following sources:
The online Help application provided with the installation program. To launch the
installation help, press the F1 function key when the installation program is running.
The readme.txt file on the CD-ROM.
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The troubleshooting section located inAvaya Visual Vectors Release 14 User Guide.
Note:Note: An electronic copy of the user guide can be found on the Visual Vectors Software
CD.
If you review the information sources listed above and still require assistance, contact one of the
technical support resources described below:
United States customers : Call the Avaya Customer Care Center at 1-800-242-2121.
International customers: Contact your designated Avaya representative or distributor forassistance.
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Chapter 2: Installing the Visual Vectors
Server Software
This section describes how to install and start the Avaya Visual Vectors Server Software on a
CMS server. Installation of the server software is typically performed by a CMS system
administrator who has the necessary server permissions.
If the Avaya Visual Vectors Server software is already installed on the CMS server or servers, or
you are otherwise not responsible for installation of the server software, go to Installing Visual
Vectors on client computers on page 27.
This section includes the following topics:
Installation prerequisites on page 21
Installation procedure on page 21
Starting the Visual Vectors Server software on page 24
Installation prerequisites
Before you install the Visual Vectors server software, obtain the Avaya Visual Vector Server
Software CD-ROM.
Note:Note: The Visual Vector Server softwareCD-ROM is shipped separately from the Visual
Vectors client software package.
Installation procedure
To install the Avaya Visual Vectors Server Software:
1. Verify that you are logged in as root at the console of the CMS server.
2. Load theAvaya Visual Vectors Server Software CD-ROM into the CD-ROM drive.
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22 Visual Vectors R14 Installation and Getting Started February 2007
3. After about 15 seconds, enter mount to verify the name of the CD-ROM.
The program displays a list of devices and file systems currently mounted. The last line
should display information about the installed CD device that is similar to the following
example:
4. Enter:
pkgadd -d /cdrom/cdrom0 LUfaas
If this is the first time that Visual Vectors has been installed, the system displays the
following message:
5. Enter: y
The system displays the following message:
/cdrom/untitled on /vol/dev/dsk/c0t2d0/untitled read only/nosuid/
maplcase/noglobal/rr/traildot/dev=16c0001 on (current date and
time)
Processing package instance from
Visual Vectors Server Software
(sparc) vvsXX.X
Copyright (c) 1998 Avaya Inc.
All Rights Reserved
The selected base directory must exist before
installation is attempted.
Do you want this directory created now [y,n,?,q]
Using as the package base directory.
## Processing package information.
## Processing system information.
## Verifying package dependencies.
## Verifying disk space requirements.
## Checking for conflicts with packages already installed.
The following files are already installed on the system and are
being used by another package:
* /cms/aas
* - conflict with a file which does not belong to any package.
Do you want to install these conflicting files [y,n,?,q]
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Installation procedure
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6. Enter: y
The system displays the following message:
7. Enter: y
The system displays the following message:
8. Enter:
setupaas
The system displays the Avaya Visual Vectors System Services Menu.
9. Enter the number associated with the init_vvs option.
The system displays the following message:
## Checking for setuid/setgid programs.
This package contains scripts which will be executed with
super-user permission during the process of installing thispackage.
Do you want to continue with the installation of [y,n,?]
Installing Visual Vectors Server Software as
## Installing part 1 of 1.
/cms/aas/.odbc.ini
/cms/aas/AAS_README/cms/aas/Translation/AcdRelease/de_DE
..........
..........
..........
Installation of was successful.
Avaya Visual Vectors Server System Services Menu
Select a command from the list below.
1) init_vvs Setup the initial configuration
2) run_vvs Turn VVS on or off
3) auth_display Display simultaneous VVS logins
4) auth_set Change simultaneous VVS logins
5) backup Backup vector steps and layout files
6) restore Restore vector steps and layout files
Enter choice (1-6) or q to quit:
This version of VVS functions only with CMS.
CMS name used : cms3
Maximum concurrent VVS logins[1-100](q to quit):
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24 Visual Vectors R14 Installation and Getting Started February 2007
10. Enter the number of allowable concurrent logins, which must not exceed the number of
licenses that were purchased.
11. Enter:
eject cdrom
For the procedure used to start the software, see Starting the Visual Vectors Server software on
page 24.
Starting the Visual Vectors Server software
To start the Avaya Visual Vectors Server software:
1. Stop and restart AOM:
a. Enter: aom stop
b. Enter: aom start
2. Enter:
setupaas
The system displays the Avaya Visual Vectors System Services Menu.
3. Enter the number associated with the run_vvs option.
The system displays the following message:
4. Enter the number associated with the Turn VVS On option.
Avaya Visual Vectors Server System Services Menu
Select a command from the list below.
1) init_vvs Setup the initial configuration
2) run_vvs Turn VVS on or off
3) auth_display Display simultaneous VVS logins4) auth_set Change simultaneous VVS logins
5) backup Backup vector steps and layout files
6) restore Restore vector steps and layout files
Enter choice (1-6) or q to quit:
1) Turn VVS On
2) Turn VVS Off
Enter choice (1-2) or q to quit:
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Starting the Visual Vectors Server software
Visual Vectors R14 Installation and Getting Started February 2007 25
Note:Note: The first time you turn on Visual Vectors after a new installation, the software
could take up to 30 minutes to turn on.
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Chapter 3: Installing Visual Vectors on
client computers
This section describes the installation options available for Visual Vectors. Topics include:
Visual Vectors installation options on page 27
Setting up a network installation folderon page 28
Installing the main application files on page 29
Creating a network client installation on page 32
Installing the Avaya Visual Vectors Training program on page 34
Visual Vectors installation options
You can install Avaya Visual Vectors on client computers by either of two basic methods. The
different installation types are described as follows:
Local client installation
Shared network client installations
Local client installation
A local installation of Visual Vectors includes all of the software components that Visual Vectors
needs to connect to the Visual Vectors Server Software on CMS servers.
A local installation can be created from:
The product CD-ROM.
A network installation folderthat is available over the local area network. The Visual
Vectors installation files are copied from the product CD into a directory on a
Windows-based server that is connected to the local area network. This type of installation
is convenient when access to the product CD-ROM is limited. For more information, seeSetting up a network installation folderon page 28.
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6. The Select Network Location dialog appears.
Click Next to accept the default location:
C:\Program Files\Avaya\Visual Vectors V14 - Network
or click Browse to specify a location.
The Ready to Install dialog is displayed.
7. Click Install to copy the Visual Vectors files to the specified location.
The Install Successful dialog appears.
8. Click Finish.
9. Verify that client computers on which you want to install Visual Vectors can make a
network connection to the server that contains the network installation folder. If necessary,
request assistance from your system administrator.
Installing the main application files
This section includes the following topics:
Basic installation types on page 29
Prerequisites on page 30
Procedure on page 30
Basic installation typesYou can create either of the following types of Visual Vectors installations:
A local, stand-aloneinstallation
A shared networkinstallation, in which the application is installed on a central network
server, from which it can be run by one or more remote client computers
Note:Note: If you create a shared network installation, you also need to create one or more
network client installations to run from the shared network application files.
For a description of the procedure used to create the client installations, see Creating a network
client installation on page 32.
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30 Visual Vectors R14 Installation and Getting Started February 2007
Prerequisites
Before you begin the installation process:
You must be logged in to the client system with an account that has administrator
privileges.
If you want to install Visual Vectors directly from the product CD-ROM, obtain the Avaya
Visual Vectors Version 14 CD-ROM.
If you want to install Visual Vectors from a network installation folder that you have
previously set up, obtain the file path for the network folder. For more information, see
Setting up a network installation folderon page 28.
If more than one user will use Visual Vectors on the computer, verify that a unique HOME
user variable has been created for each user login. For more information, see Using the
HOME variable to maintain user-specific settings on page 18.
Procedure
To install the main Visual Vectors application files:
1. Choose between the following options:
If installing from the CD-ROM - Insert the CD-ROM in the computer CD-ROM device.
- If the CD-ROM AutoPlay feature is enabled on your computer, the Visual Vectors
setup program starts automatically.
- If AutoPlay is not enabled, open Windows Explorer, select the local drive
associated with the CD-ROM file and run the Setup.exe file. Alternately, you canselect Start > Run from the Windows desktop, and enter the path to setup.exe.For example if the CD-ROM device is assigned to the local D: drive, you wouldenter the following path:
D:\\setup.exe
If installing from a network installation folder- Use Windows Explorer to navigateto the network drive on which the network installation folder is located. In the network
folder, select the setup.exe file.
The first Visual Vectors installation starts and the Type of Install dialog is displayed.
2. In the Type of Install dialog, do the following:
a. Select either the Local orNetwork option.
b. Click Install
After you choose the installation type and click Install, the Welcome screen is displayed.
3. In the Welcome dialog, click Next.
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4. Choose an appropriate option:
5. Choose between the following options:
If you are performing a Network installation, the Ready to Install dialog is displayed.Click Install.
When the Install Successful dialog is displayed, click Finish. The Networkinstallation is now complete, but you must create one or more network client
installations. Follow the procedures described in Creating a network clientinstallation on page 32.
If you are performing a Local installation, a second Type of Install dialog is displayed.Continue with Step 6.
6. In the second Type of Install dialog, the Typical option is selected and can not beunselected.
Note:Note: The program will install The Visual Vectors Release 14 (R14) files and the Help
files in English only.
Click Next. The Select Folderdialog is displayed.
7. In the Select Folderdialog, enter a folder name for the application shortcuts, and thenclick Next.
The Ready to Install dialog is displayed.
8. In the Ready to Install dialog, click Install.
If Then
One or more installationwarning messages aredisplayed
Your computer does notmeet all of theVisual Vectors installation requirements,such as browser version, service packs,supported platforms, and so forth.
Complete any actions needed to satisfyprerequisite system requirements, andrestart the installation procedure.
Either the SelectLocation orSelectNetwork Locationdialog is displayed
All installation requirements are met, and anearlier version of Visual Vectors is notinstalled on the system. Do one of thefollowing:
a. To accept the default installation
directory, click Next.
b. To select or create a different installation
directory, click Browse, select or create thedirectory you want to use for the installation
files, and click OK.
c. Go to Step 5.
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32 Visual Vectors R14 Installation and Getting Started February 2007
9. Choose one of the following options:
If the Install Successful! dialog is displayed, click Finish.
If the Set HOME environment dialog is displayed do the following:
- Either use the Browse button to select a directory location for the HOME variableand click OK, or click Next to accept the default location specified by theinstallation program. For more information about the HOME variable, see Using
the HOME variable to maintain user-specific settings on page 18.
The installation finishes and the Install Successful! dialog is displayed.
- Click Finish.
The Local installation is complete.
Note:Note: The Avaya Visual Vectors CD-ROM also includes a multimedia Visual Vectors
Training program. If you want to install the training program, see Installing the
Avaya Visual Vectors Training program on page 34.
Creating a network client installation
A network client installation sets up the client computer to run Visual Vectors remotely from a
network server on which the main application files are stored. The network client setup creates
a program group with icons on the remote clients that link to the executable files on the network
drive.
This section includes the following topics:
Prerequisites on page 32
Procedure on page 33
Prerequisites
Before you begin a network client installation:
Verify that the client computer meets the installation requirements listed in Hardware and
software requirements on page 16.
The client PC must be able to connect to the server on which the main application fileswere installed as a Network installation. If necessary, request assistance from yoursystem administrator.
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Creating a network client installation
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The directory containing the Visual Vectors application files on the Windows-based
network server must be configured as a sharedfolder. If necessary, request assistance
from your system administrator.
Verify that for each user who will log in and use Visual Vectors from a client PC, a unique
HOME user variable has been created. For more information, see Using the HOME
variable to maintain user-specific settings on page 18.
Procedure
To perform a client setup:
1. Navigate the Windows file system and access the shared folder located on the network
server where the Visual Vectors application files are installed.
2. Locate and then double-click the setupclient.exe file.
The Welcome dialog is displayed.
3. In the Welcome dialog, click Next.
4. Choose between the following options:
5. In the Ready to Install dialog, click Install.
One of the following results will occur:
The Install Successful! dialog is displayed.
The Set HOME environment dialog is displayed if neither a system HOME variable ora user HOME variable for the login under which the installation is being run are
If Then
One or moreinstallationwarning messagesare displayed
Your computer does notmeet all of the VisualVectors installation requirements, such as browserversion, service packs, supported platforms, andso forth.
Complete any actions needed to comply with theprerequisite system requirements, and restart theinstallation procedure
The Select
Location dialog isdisplayed
All installation requirements are met, and an earlier
version of Visual Vectors is notinstalled on thesystem. Do one of the following:
a. To accept the default installation directory, clickNext.
b. To select or create a different installationdirectory, click Browse, select or create thedirectory you want to use for the installation files,and click OK.
Result: The Ready to Install dialog is displayed.
c. Go to Step 5.
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34 Visual Vectors R14 Installation and Getting Started February 2007
configured. For more information, see as described in Using the HOME variable to
maintain user-specific settings on page 18.
6. Choose one of the following options:
If the Install Successful! dialog is displayed, click Finish.
If the Set HOME environment dialog is displayed do the following:
-Either use the Browse button to select a directory location for the HOME variableand click OK, or click Next to accept the default location specified by theinstallation program.
The installation finishes and the Install Successful! dialog is displayed.
- Click Finish.
The network client installation is complete.
Note:Note: The Avaya Visual Vectors CD-ROM also includes a multimedia Visual Vectors
Training program. If you want to install the training program, see Installing the
Avaya Visual Vectors Training program on page 34.
Installing the Avaya Visual Vectors Training program
The Avaya Visual Vectors installation includes a multimedia training program that you can use
to become more familiar with the application.
Prerequisites
Before you begin to install the multimedia training program:
Obtain the Avaya Visual Vectors CD-ROM
Verify that you can login to the client computer with administrator privileges.
Procedure
To install the Visual Vectors training program:1. Insert the Avaya Visual Vectors CD-ROM in the CD-ROM drive.
If autoplay is enabled on the system, the installation program begins. Cancel the
installation.
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Installing the Avaya Visual Vectors Training program
Visual Vectors R14 Installation and Getting Started February 2007 35
2. Open Windows Explorer. In the left window pane, click on the drive associated with theCD-ROM device.
The contents of the CD-ROM are displayed.
3. Locate the folder named BT467M and double click on it to display its contents.
4. Locate and double click the Setup.exe file.
5. Follow the instructions provided by the installation program.
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Chapter 4: Getting started with Avaya
Visual Vectors
Visual Vectors has an easy-to-use graphical user interface that lets you create and manage
vectors quickly and easily from a workstation. Using Visual Vectors, you can create vectors,
save the vectors to an ACD, edit vectors, and copy and paste vectors by using an easy
drag-and-drop method.
This section provides instructions for common application tasks:
Starting Visual Vectors on page 37
Connecting to a CMS server from Visual Vectors on page 38
Using Navigatoron page 41
Using Vector Editoron page 43
Assigning VDNs to a vector using the VDN Assignment Wizard on page 48
Using the Import Export Wizard on page 50
Visual Vectors installation options on page 53
For more detailed information, seeAvaya Visual Vectors Release 14 User Guide. An electronic
copy of the user guide is included on the product CD-ROM.
Starting Visual Vectors
This section includes the following topics:
About starting Visual Vectors on page 37
Procedure on page 38
Connecting to a CMS server from Visual Vectors on page 38
About starting Visual VectorsWhen you start Visual Vectors, the Avaya Visual Vectors Framework toolbar is displayed. Youuse the Framework window to:
Connect to CMS servers
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38 Visual Vectors R14 Installation and Getting Started February 2007
Start Navigator, Vector Editor, VDN Assignment Wizard, and Import Export Wizard from
the Tools menu or toolbar
Start the Avaya CMS Supervisor program
Note:Note: The Avaya CMS Supervisor icon is not displayed on the Framework toolbar if
Supervisor is not installed on the computer.
Procedure
To start Visual Vectors:
1. Beginning at the Windows taskbar, select Start > Programs > Avaya Visual Vectors.
The software program starts and the Avaya Visual Vectors Framework window opens.Although Visual Vectors is running, you are not yet connected to a CMS server.
Connecting to a CMS server from Visual Vectors
This section includes the following topics:
When a CMS server connection is required on page 39
When a CMS server connection is not required on page 39
Connecting to an existing serveron page 39
Connecting to a new serveron page 40
Disconnecting from a CMS serveron page 40
Connect / Disconnect Navigator Vector Editor Import Export Wizard
SupervisorVDN Assignment Wizard Avaya CMS
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Connecting to a CMS server from Visual Vectors
Visual Vectors R14 Installation and Getting Started February 2007 39
When a CMS server connection is required
You mustconnect to a server to:
View and work with objects stored for that ACD
Assign vector directory numbers (VDNs) to a vector
Save your finished vector to a switch
Import and export a vector from an ACD
! Important:Important: Changes to vectors do not take effect unless the link between the CMS server
and the switchis up. If the link is not up, Visual Vectors gives you the option tosave to another location.
When a CMS server connection is not required
You do notneed to connect to a server to:
View vectors stored on your ScratchPad
View names of CMS servers to which you have connected previously
Create a new vector
Edit a vector you have copied from the switch onto your ScratchPad
Connecting to an existing server
Use this procedure if you have previously connected to the CMS server.
If you have connectivity problems: If you fail to get a login prompt or the login attempt isdenied, see the Troubleshootingsection inAvaya Visual Vectors Release 14 User Guide. An
electronic copy of the user guide is included on the Visual Vectors product CD-ROM.
To connect to an existing server:
1. Click Connect on the toolbar or select Connect from the File menu.
The system displays the Connect to dialog. The Connect to server: drop-down list
displays the last server to which you connected. You can open the list to view other CMSservers to which you have connected.
2. In the Connect to dialog, do the following:
Enter your CMS login Id in the Login Id text box.
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40 Visual Vectors R14 Installation and Getting Started February 2007
Enter your CMS password in the Password text box.
Click Connect.
Note:Note: You are limited to one instance of a login ID per CMS server, but you can connect
to more than one server at a time.
Connecting to a new server
If you have never connected to a CMS server before, you need to establish an initial
connection.
If you have connectivity problems: If you fail to get a login prompt or the login attempt isdenied, see the Troubleshootingsection inAvaya Visual Vectors Release 14 User Guide. An
electronic copy of the user guide is included on the Visual Vectors product CD-ROM.
To connect to a new server:
1. Select New CMS from the File menu.
The New CMS login dialog box is displayed.
2. Type the hostname or IP address of a CMS server in the Server Network Address: textbox.
3. Enter your CMS login ID in the Login Id text box.
4. Type your CMS password in the Password text box.
5. Click OK.
If the CMS server you entered is found, and you have the appropriate user permissions, a
connection is established. If the CMS server is not found, the system displays an errormessage showing the cause of the failure.
Note:Note: You are limited to one instance of a login ID per CMS server, but you can connect
to more than one server at a time.
Disconnecting from a CMS server
To disconnect from a CMS server:
1. From the File menu:
a. Select Disconnect
The Disconnect dialog is displayed.
b. Click on server from the server list and click Disconnect.
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Using Navigator
Visual Vectors R14 Installation and Getting Started February 2007 41
Using Navigator
Use Navigator to view and manage call center objects. Navigator provides a hierarchical view of
your Call Center World, similar to the way in which Microsoft Windows Explorer provides a
hierarchical view of your file system.
This section includes the following topics:
Basic Navigator functions on page 41
Working with objects on page 41
Validating vectors on page 42
Renaming objects on page 42
Basic Navigator functionsYou can use Navigator to:
View and manage switch objects used in vectors
Organize objects into folders
Copy and move vectors from an offline ScratchPad to one or more ACDs, and between
ACDs
Change properties of all objects
View and rename objects, depending on your permissions
Working with objects
For practice using Navigator:
1. To open Navigator, click the Navigator icon in the Framework window.
2. Double-click a server name to view objects on that server.
Note:Note: If you are not connected to the server, Visual Vectors prompts you to log in.
3. Navigator displays the server you selected, and the ACDs for which you have read
permission. For each ACD, Navigator organizes objects into folders.
4. To work on a highlighted vector, you would do one of the following:
Double-click it to launch Vector Editor and work on it now.
Highlight it and drag it to your ScratchPad to work on it later.
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Note:Note: When you drag the vector, the system asks you whether you want to copy or
move it to the appropriate ACD.
Validating vectorsTo validate a vector, you need to copy, move, or save it to the appropriate ACD.
A vector is valid if:
It contains no more than 99 stored steps.
It is complete.
All goto steps have destinations.
Objects to which steps refer reside on the ACD.
The user has write permission for the vector and the ACD.
The system displays an error message if the vector is invalid and gives you the opportunity to fix
any problems before the vector is changed.
Renaming objects
In Navigator, you use the ScratchPad to store vectors on your computer. If you have many
vectors, organize them into folders.
You can rename objects in your Visual Vectors workspace. For example, you can use the
following procedure to rename the Default ScratchPad:
1. In Navigator, click Default ScratchPad to highlight it.
2. Click the right mouse button.
The popup menu is displayed.
The context menu lists commands you can use in Navigator. These commands are also
available from drop-down menus.
3. Select Rename from the menu.
The Renaming Default ScratchPad dialog is displayed.
4. In the Name text box, type the new name and click OK.
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Using Vector Editor
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Using Vector Editor
This section includes the following topics:
About using Vector Editoron page 43
Creating an example vectoron page 43
Saving a vectoron page 47
Printing your vector graphic on page 47
About using Vector Editor
Vector Editor allows you to use a drag-and-drop feature to create and edit vectors. Different
kinds of vector steps can be selected from a palette, and arranged in a work area. With the
Vector Editor, you can:
Choose vector steps from palettes.
Add vector steps.
Change properties of vector steps.
Create a vector.
Save and print the vector you created.
Creating an example vectorThe following procedure explains briefly how to create an announcement vector, which plays an
announcement until the caller reaches an agent.
To create an announcement vector:
1. To start the Vector Editor, select Vector Editorfrom the Tools menu or toolbar in theFramework window.
2. Do the following:
a. Select Tools > Vector Editor
A submenu displays a list of possible vector types, which are based on switch releases
and their installed options.
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b. From the switch submenu, select an appropriate vector type.
The Vector Editor - New Vectorwindow is displayed.
Tip:
Tip: The green light shows the vectors starting point. You choose the vector steps
from the palettes on the left.
Vector steps in the Input/Output palette determine which inputs you want to provide andwhich outputs customers can provide. The steps in the Input/Output palette include
Announcement, Timed Announcement, Music, Ringback, Silence, Reply, Consider,Collect, Converse, and Set.
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3. You are going to create a new vector in which the first step is an announcement. In the
vector step palette, click and drag the Announcement step (top left in the palette) into the
empty box in the vector workspace. When the step new is positioned correctly, the box is
highlighted in yellow.
Tip:
Tip: You can also copy and paste steps from other vectors. This allows you to reuse
vector steps when a step in an existing vector has properties you want to specify
in a new vector step.
4. Define the properties for the new Announcement step. Place the cursor over the step and
click the right mouse button.
A popup menu is displayed.
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5. Select Properties
The Properties input window is displayed.
6. To complete this window: In the Extension: field, enter your extension.
In the Description: field, enter "New welcome announcement to be recorded."
Note:Note: You can select the Comment Out option box if you do not want the
announcement to become active.
7. Click OK to save the changes.
The new Announcement step in the vector workspace now displays the extension number
you specified.
Tip:
Tip: A red triangle indicates on the corner of a step indicates that the step has an
associated description. Roll your cursor over it to view the description.
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Saving a vector
To save a new or revised vector from the Vector Editor window:
1. From the main menu, select File > Save As... .
The Vector Editor displays the Save Vector As window.
2. Browse the My World directory to find the container in which you want to save the currentvector.
3. Click the name of the container (ScratchPad or folder) in which you want to save the
vector.
4. If you want to give the vector a name that is different from the default name, type your
preferred name in the Name text box; for example, Holiday Announcement.
5. Click Save.
The Vector Editor does one of the following:
Saves a graphical representation of the selected vector to the ScratchPad
Converts the visual vector and stores it on the ACD containing the vector folder.
6. When you are finished creating a vector, you need to assign VDNs to the vector. For
instructions, see,Assigning VDNs to a vector using the VDN Assignment Wizard on
page 48.
Printing your vector graphic
To print the graphic representation of a vector from Vector Editor:1. Select File > Print
The system displays the Print dialog.
2. In the Print dialog, select the printer, print range, and number of copies.
3. If you need to specify any printer properties. click Properties and make your changes inthe Document Properties window. Then click OK.
4. In the Print dialog box, click OK.
The system displays the Printing Properties window.
5. Select any of the following print options:
1 to 1: The vector graphic will print as the size you see on your screen. This is thedefault option.
fit to 1 page: The vector graphic will print on one page.
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fit to pages wide: The vector graphic will print on the number of pages you specify inthe pages field. The printed graphic will remain height and width proportional.
fit to pages high: Your vector graphic will print on the number of pages you specify inthe pages field. The printed graphic will remain height and width proportional.
scale to percent: The vector graphic will print to the size you specify in the % field.
The printed graphic will remain height and width proportional.
Step Labels: Click to enable the printing of step labels that are present on your vectorgraphic. If there are no step labels, this field is unavailable.
Floating Comments: Click to enable the printing of global comments that are presenton your vector graphic. If there are no global comments, this field is unavailable.
Step Comments: Click to enable the printing of step comments that are present onyour vector graphic. If there are no step comments, this field is unavailable.
Alignment: Click the down arrow to select the positioning of the vector graphic on theprintout.
6. Click OK in the Printing Properties window to print your vector graphic.
Assigning VDNs to a vector using the VDN Assignment
Wizard
When the switch receives a call, it translates digits dialed by the caller or sent to it into a VDN.
The switch uses VDNs to direct those calls to the appropriate vector. When your vectors are
complete and ready to use, the VDN Assignment Wizardhelps you assign VDNs to your vectors
so that incoming calls are treated appropriately for the needs of your organization.
To assign VDNs to a vector:
1. To start the VDN Assignment Wizard, do either of the following
Click the VDN Assignment Wizard button on the Framework toolbar.
Select: Tools > VDN Assignment Wizard.
The Welcome window is displayed.
2. In the Welcome window, browse your ACDs to find one that has one or more VDNs thatyou want to associate with the vector.
Note:Note: If you are not connected to a server, you must double-click the server and
complete the Connect to serverdialog before you can view ACDs. Only ACDsthat you have permission to view are displayed.
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Assigning VDNs to a vector using the VDN Assignment Wizard
Visual Vectors R14 Installation and Getting Started February 2007 49
3. Select an ACD and click Next.
The Available for Selection dialog is displayed.
In the Available for Selection dialog box, you can display a list of all VDNs available forselection, or you can filter the list to display only those VDNs containing certain criteria.
For information about the search filter, see Using Visual Vectors search filters on page 53.
4. To select the VDNs you want to administer in the Available for Selection: list, use either of
the following methods:
Highlight each of the VDNs that you want and then use the arrow buttons to move the
VDNs in the Available for Selection: list box to the Selected: list box.
Select the arrow button with the horizontal line under it (that is, the left-most arrow
button) to move all VDNs in the Available for Selection list box to the Selected listbox.
The following figure explains arrow button functions in the dialog.
5. After you have moved the VDNs to the Selected box, click Next.
The next window shows the VDNs you have selected and asks you to confirm the
selection.
6. Do one of the following:
If the selections are not correct, click Back to return to the previous window, where youcan select the VDNs you want.
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If the selections are correct, click Edit to go forward.
The Properties dialog is displayed. In the Properties dialog, you identify the vector towhich you are assigning the VDNs.
7. Select the Vector name from the Vector Id: drop-down list.
Note:Note: If the ACD uses the Expert Agent Selection (EAS) feature, you can also change
the skill preferences for the selected VDN.
8. If EAS is enabled on the switch, select one or more skill preferences from the SkillPreferences drop-down list, and click OK.
The VDN is now assigned to the vector you selected.
Using the Import Export Wizard
The Visual Vectors Import Export feature allows you to create a vector and export it to a public
directory or other application, where the vector can be imported and shared by other users.
This section includes the following topics:
Basic Import Export Wizard functions on page 50
Exporting vectors on page 50
Using Visual Vectors search filters on page 53
Basic Import Export Wizard functions
With the Import Export feature, you can:
Share vectors within a single site or across a multi-site environment
Create a central library of vectors that other users can access
Archive vectors to a server on a LAN for backup
Train and mentor other users
Exporting vectors
To export vectors:
1. Do one of the following:
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Using the Import Export Wizard
Visual Vectors R14 Installation and Getting Started February 2007 51
Click the Import Export Wizard button on the Framework toolbar.
In Navigator, right click on the vector or vectors you want to export. Then select Exportfrom the context menu.
The Welcome window is displayed.
2. Select Export and then click Next.
The next window displays a window to let you browse objects in the My World directory ofcall center objects.
3. Browse your available ACDs or ScratchPad folders to find the vectors that you want to
export. Only ACDs that you have permission to view are displayed.
Note:Note: If you are not connected to a server, you must double-click the server and
complete the Connect to serverdialog before you can view its ACDs.
4. Highlight the appropriate ACD and click Next.
The Available for Selection list is displayed in the next window of the Wizard.
In the Available for Selection dialog box, you can display a list of all vectors available forselection, or you can filter the list to display only those vectors that contain certain criteria.
For more information about using the search filter, see Using Visual Vectors search
filters on page 53.
5. To select the vectors you want to administer in the Available for Selection: list, use eitherof the following methods:
Highlight each of the vectors that you want and then use the arrow buttons to move the
vectors in the Available for Selection: list box to the Selected: list box.
Select the arrow button with the horizontal line under it (that is, the left-most arrow
button) to move all vectors in the Available for Selection: list box to the Selected: listbox.
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Example: The following window illustrates the purpose of the arrows.
6. After you have moved the vectors to the Selected: box, click Next.
The system displays the Archive File dialog.
7. Click Browse to display the Select Export Archive window, and find the target file on thenetwork where you want to export the files.
8. When you find the archive file, click Save, and then click Next in the Archive File window.
9. The dialog box that is displayed depends on whether or not the archive file you chose
already exists in the destination folder. Do one of the following:
If the file already exists, the system displays a dialog box that gives you the
opportunity to specify how you want to handle the files. Continue with Step 10.
If the file does not exist, the Export Summary window is displayed. Go to Step 12.
10. If the file already exists, you are prompted to do one of following:
Do not overwrite duplicates
Overwrite duplicates
Replace the entire content of the file11. Click Next.
If the file is corrupt or is an invalid format, the system displays an error message.
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Visual Vectors installation options
Visual Vectors R14 Installation and Getting Started February 2007 53
If the file is not corrupt and is of valid format, the Vector Export Summary window isdisplayed. This window summarizes the information collected to perform the export
action.
12. In the Vector Export Summary window, do one of the following:
To cancel the export process, click Cancel.
If you need to modify the values, click Back to go to previous windows.
If you are satisfied with your choices, click Export.
An Export Completed message is displayed.
Using Visual Vectors search filters
The Visual Vectors VDN Assignment Wizard and Import Export Wizard include a search filter
that allows you to filter VDNs according to various search criteria
To use the search filter:
1. In the Filter: field enter the desired alphanumeric characters, including wildcards. Forexample, you would enter:
Question mark (?) for one character
Asterisk (*) for any number of characters
For example, if you filter on the term *Adv*, your search would return VDNs with nameslike:
RadioAdvertising
AdventureTours
AdvertisingDept
Alternately, if you excluded the leading asterisk character from the term to search on the
term Adv*, you would generate a list of VDN names that begin with the lettersAdv. In thisexample, the VDN named RadioAdvertisingwould be excluded from the search results.
Visual Vectors installation options
You can install Avaya Visual Vectors on client computers by either of two basic methods. Thedifferent installation types are described as follows.:
Local client installation
Shared network client installations
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Local client installation
A local installation of Visual Vectors includes all of the software components that Visual Vectors
needs to connect to the Visual Vectors Server Software on CMS servers.
A local installation can be created from:
The product CD-ROM.
A network installation folderthat is available over the local area network. The Visual
Vectors installation files are copied from the product CD into a directory on a
Windows-based server that is connected to the local area network. This type of installation
is convenient when access to the product CD-ROM is limited. For more information, see
Setting up a network installation folderon page 28.
Shared network client installations
Visual Vectors can be set up to work in a shared network environment, in which one or more
Visual Vectors client computers link to a common set of application files that have been installed
on a central Windows-based server. The client computers include a minimal set of components
that are required to connect to the application files installed on the central server, from which the
application is remotely run.
The shared network installation option is useful in work environments where installation
capacity on client PCs is limited by hardware configurations or company policies.
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Index
Index
C
connecting to a CMS server . . . . . . . . . . .38, 40
D
disconnecting Visual Vectors . . . . . . . . . . . . 40drag-and-drop feature . . . . . . . . . . . . . . . 43
E
exiting Visual Vectors . . . . . . . . . . . . . . . 40
G
goto steps . . . . . . . . . . . . . . . . . . . . . 42
H
hardware requirements . . . . . . . . . . . . . . . 16helplines . . . . . . . . . . . . . . . . . . . . . 13HOME variable
creating . . . . . . . . . . . . . . . . . . . . 19
I
Import Export wizard . . . . . . . . . . . . . . . . 50Input/Output palette . . . . . . . . . . . . . . . . 44installation
procedures
main application files. . . . . . . . . . . . . 29shared network clients . . . . . . . . . . . . 32Visual Vectors Server Software . . . . . . . . 21
types, described
local . . . . . . . . . . . . . . . . . . . 15, 27shared network client . . . . . . . . . . .16, 27
L
logging in
to an existing server . . . . . . . . . . . . . . 38
N
Navigator, using . . . . . . . . . . . . . . . . . . 41network installation folder, setting up . . . . . . . . 28
O
objects
copying . . . . . . . . . . . . . . . . . . . . . 42moving . . . . . . . . . . . . . . . . . . . . . 42renaming . . . . . . . . . . . . . . . . . . 41, 42
P
Printing Properties window . . . . . . . . . . . . . 47printing vector graphics . . . . . . . . . . . . . . . 48Properties window . . . . . . . . . . . . . . . . . 46
R
renaming objects . . . . . . . . . . . . . . . . . . 42
S
scalable printing . . . . . . . . . . . . . . . . . . 48ScratchPad . . . . . . . . . . . . . . . . . . . . 42ScratchPad folder . . . . . . . . . . . . . . . . . 51software components
Visual Vectors client . . . . . . . . . . . . . . . 15Visual Vectors Server Software. . . . . . . . . . 15
software requirements . . . . . . . . . . . . . . . 16system configuration
minimum recommended . . . . . . . . . . . . . 16
T
technical support . . . . . . . . . . . . . . . . . . 19
U
uninstalling Visual Vectors . . . . . . . . . . . . . 19upgrade considerations
general . . . . . . . . . . . . . . . . . . . . . 18using the VDN Assignment Wizard . . . . . . . . . 48using Vector Editor . . . . . . . . . . . . . . . . . 47
V
validating vectors . . . . . . . . . . . . . . . . . . 42VDN Assignment Wizard, using . . . . . . . . . . . 48VDNs
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Index
Available for Selection . . . . . . . . . . . . . 49how to filter. . . . . . . . . . . . . . . . . . . 53how to select . . . . . . . . . . . . . . . . . . 49
Vector Editor
palettes . . . . . . . . . . . . . . . . . . . . 44Input/Output. . . . . . . . . . . . . . . . . 44
Properties window . . . . . . . . . . . . . . . 46
using. . . . . . . . . . . . . . . . . . . . . . 47vectors
archiving . . . . . . . . . . . . . . . . . . . . 52Available for Selection . . . . . . . . . . . . . 51exporting . . . . . . . . . . . . . . . . . . . . 50selecting . . . . . . . . . . . . . . . . . . . . 52validating. . . . . . . . . . . . . . . . . . . . 42
Visual Vectors
start up. . . . . . . . . . . . . . . . . . . . . 24Visual Vectors Framework . . . . . . . . . . . . . 38
W
Windows, permissive installation . . . . . . . . . 8, 17